Memento Financial Planning

Overview

Memento Financial Planning is an independent, individual-owned RIA that positions itself as a capital allocator to individual and family clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when appropriate. Fee arrangements are flexible — the firm charges percentage-of-AUM fees alongside hourly and fixed fees — which supports both ongoing advisory relationships and one-off planning engagements. Investment activity is weighted toward pooled public funds rather than direct-stock strategies. The firm appears to run client portfolios using mutual funds and other public funds as core building blocks, and it also allocates to third-party alternative managers, specifically hedge funds, for diversification or return-enhancement purposes. As an independent RIA with a modest client base, Memento blends planner-led relationship work with delegated manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices